Features

Everything a trade contractor needs to never miss a renewal.

License Renewal Dashboard is purpose-built for Electrical, HVAC, Plumbing, and Roofing contractors who are done managing license compliance on a whiteboard.

Feature 1

Compliance Dashboard

For the owner-operator who checks license status Monday morning.

Every license across your entire team — sorted by expiry date, color-coded by urgency. Green (>60 days), yellow (30–60 days), red (<30 days or expired). Sort by technician, state, license type, or days remaining. Filter by trade type or urgency status. Click any row to see the full license record.

Marcus, an 8-person electrical contractor in Texas, opens his dashboard every Monday morning. Two yellow items — both journeyman licenses expiring in 45 days. He opens each one, confirms renewal is already in motion, and goes back to his day. Total time: 3 minutes.

Feature 2

Automated Renewal Alert Engine

For the license that expires while you're busy on a job site.

Automated email alerts fire at 90, 60, 30, 14, and 7 days before each license expiry. SMS alerts (Professional+ tiers) add an additional layer at 30 and 7 days. Each alert includes technician name, license type, state, license number, expiry date, and days remaining. On expiry day, an immediate "license now expired" notification fires and the record is flagged red. Configurable per organization: choose who receives alerts (owner, manager, technician, or all three). Override per individual license.

Feature 3

CE Hour Logging and Progress Tracking

For the 16-hour CE requirement discovered 3 weeks before renewal.

Available on Professional, Business, and Enterprise tiers.

Log CE completions against each license: course name, provider, hours completed, completion date, optional certificate upload. Auto-calculated progress bar shows hours completed vs. hours required for the current renewal cycle — pulled from the state requirement library for the license's state and trade type.

Diana, office manager at a 22-person HVAC firm, receives a CE certificate from a field technician. She logs 4 hours, uploads the certificate, and watches the progress bar move from 6/16 to 10/16. She sorts the dashboard by CE progress to see who's behind.

Feature 4

50-State Requirement Reference Library

For the firm bidding its first job in a new state.

Included on all tiers.

Search by state and trade type. In one query: license type, exam requirements, bond amounts, CE hours required, renewal cycle (annual or biennial), fees, licensing authority name, and authority contact URL. Results within 200ms. Last-verified date on every record. Admin-curated quarterly from official state licensing board sources (California CSLB, Texas TDLR, Florida DBPR, plus 47 additional boards).

Feature 5

Bulk CSV Import

For the firm migrating from a 3-year-old Google Sheet.

Upload your existing license data as a CSV. Map your spreadsheet columns to the required fields. Row-level validation flags missing or malformed data with a per-row error message — valid rows import immediately, no need to re-upload after fixing errors. Import history logged with timestamp, row count, and error count.

Most firms with existing spreadsheets are fully onboarded in under 30 minutes.

Feature 6

License Document Upload and Storage

For the audit that asks for the original certificate on the spot.

Available on Professional, Business, and Enterprise tiers.

Attach a PDF or image of each license certificate directly to the license record. Documents are stored in secure, organization-scoped storage — no public URLs, all access via signed links. CE completion certificates can be attached to CE log entries.

Feature 7

Compliance Export Reports

For the GC qualification package that needs a formal compliance summary.

One click exports a CSV or branded PDF compliance report covering all technicians, all license types, all states, expiry dates, days remaining, and CE progress. Professional+ tiers include organization branding (logo, colors) in the PDF. Essentials exports include a watermark. Used for job site audit submissions, GC bid prequalification packages, and internal compliance reviews.

Feature 8

Multi-Location Support

For the firm with crews across multiple branches or job sites.

Available on Business and Enterprise tiers.

Assign technicians to specific locations. Filter the compliance dashboard by location. Export compliance reports scoped to a single location or across all locations.

Manual tracking vs. License Renewal Dashboard

Manual tracking todayLicense Renewal Dashboard
Renewal alertsCalendar reminders you set manually — and forgetAutomated email + SMS at 90/60/30/14/7 days
CE trackingManual tally in a spreadsheet cellAuto-calculated progress vs. state requirements
State requirements1–2 hours per state on agency websitesOne search, 200ms, 50 states
Compliance reports30–90 minutes of manual formattingOne-click PDF export
Failure modeSilent — lapse discovered on the job siteActive — red flag in the dashboard, email, SMS
New hire onboardingManual re-entry from hire paperworkCSV bulk import in 30 minutes

Built for the way your firm operates today.

Owner-Operators (5–10 technicians)

Start at the Essentials tier. Import your existing spreadsheet. Spend 3 minutes on Monday morning instead of 2 hours on Sunday night. The first missed renewal was a wake-up call — this is the systematic fix.

Office Managers at Mid-Size Firms (10–25 technicians)

Professional tier gives you CE tracking, document storage, and SMS alerts. You're the one who receives the alerts, logs the completions, and exports the compliance PDF for bid packages. This is your tool.

Operations Managers at Growing Firms (25–40 technicians)

Business tier covers multi-location operations, compliance exports per branch, and webhook integration for your project management tools. Compliance is a job function now — this is its infrastructure.

Multi-State Franchise Operators (40+ technicians)

Enterprise tier covers unlimited technicians, API access for custom integrations, SSO for your identity provider, and a dedicated onboarding manager to configure the platform for your specific compliance program.

14-day free trial. All tiers. No credit card.